Certior Financial Group offers financial planning and asset management services. Financial planning involves reviewing a client's current situation, setting goals, and creating a plan to achieve those goals. Asset management aims to help clients achieve a reasonable rate of return while mitigating risk. CFG may recommend sub-advisers to manage portions of client portfolios. CFG also offers retirement plan consulting services to plan sponsors.
Fee Structure
Certior Financial Group's fee for managing your investments is a percentage of the value of your portfolio, up to a maximum of 1.2% per year. This fee is negotiable. If CFG uses a sub-adviser to manage your investments, you'll also pay a separate, non-negotiable sub-adviser fee. CFG may negotiate a lower fee based on factors such as the amount of assets managed. Fees are paid quarterly in advance.